Samsung's projected revenue slightly missed expectations, but as Kevin Hincks points out, guidance came in way above expectations and year-over-year growth shows phenomenal traction. The stock still slid and brought a lot of U.S. tech down with it. It's no secret AI memory is here to stay, says Kevin, the problem lies in how far stocks like Samsung, Micron (MU), SanDisk (SNDK) and others can rally. He turns to the macro front by talking about a report that Iran has fired on commercial ships in the Strait of Hormuz.